Purchases and Sales Made in Q1 2025 in Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB) during Q1 2025. The information is specifically focused on institutions that hold shares of JP MORGAN TR MUN ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.5K- 10.09% |
$74.5K - $76.1K
|
13.4K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.65K- 19.01% |
$82.1K - $83.9K
|
7.04K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 4.63% |
$83.3K - $85.1K
|
34.5K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.75K- 0.45% |
$87K - $88.8K
|
387K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.78K- 1.42% |
$88.4K - $90.4K
|
124K
$6.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.02K- 10.58% |
$100K - $102K
|
17.1K
$843K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.19K- 4.5% |
$109K - $111K
|
46.4K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.34K- 2.2% |
$116K - $119K
|
104K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.38K- 24.62% |
$118K - $121K
|
7.29K
$361K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 6.56% |
$129K - $132K
|
37K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 18.71% |
$131K - $134K
|
11.5K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 12.81% |
$134K - $137K
|
18.4K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.75K- 6.74% |
$187K - $191K
|
52K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.76K- 15.83% |
$237K - $242K
|
25.3K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.38K- 35.73% |
$267K - $273K
|
9.67K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 31.26% |
$268K - $274K
|
11.9K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.75K- 36.15% |
$286K - $292K
|
10.2K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.92K- 4.01% |
$294K - $300K
|
142K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.13K- 45.47% |
$304K - $311K
|
7.35K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.17K- 31.45% |
$306K - $313K
|
13.4K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6.87K- 50.44% |
$342K - $349K
|
6.75K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.98K- 25.16% |
$347K - $354K
|
20.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.36K- 19.13% |
$366K - $373K
|
31.1K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 5.5% |
$382K - $391K
|
132K
$6.54M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8K- 75.61% |
$398K - $406K
|
2.58K
$128K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.2K- 17.24% |
$407K - $416K
|
39.4K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.4K- 3.96% |
$417K - $426K
|
204K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.61K- 7.17% |
$428K - $437K
|
111K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-8.64K- 20.0% |
$429K - $438K
|
34.5K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.06K- 13.79% |
$450K - $460K
|
56.7K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-10.5K- 31.68% |
$524K - $535K
|
22.7K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.9K- 35.21% |
$544K - $556K
|
20.1K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-12K- 28.6% |
$596K - $609K
|
30K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.8K- 5.7% |
$686K - $701K
|
228K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16K- 13.78% |
$793K - $810K
|
99.9K
$4.94M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-17.6K- 5.28% |
$875K - $894K
|
316K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-18.6K- 14.03% |
$924K - $944K
|
114K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19K- 11.86% |
$946K - $966K
|
141K
$6.99M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.5K- 45.52% |
$1.17M - $1.19M
|
28.1K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.5K- 50.0% |
$1.36M - $1.39M
|
27.5K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-27.5K- 81.51% |
$1.37M - $1.4M
|
6.24K
$308K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.4K- 99.89% |
$2.06M - $2.1M
|
47
$2.32K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.7K- 14.43% |
$2.17M - $2.22M
|
259K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59.9K- 64.96% |
$2.98M - $3.04M
|
32.3K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68.5K- 35.37% |
$3.4M - $3.48M
|
125K
$6.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-69.4K- 14.51% |
$3.45M - $3.52M
|
409K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-88.5K- 12.96% |
$4.4M - $4.49M
|
594K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-95.2K- 37.19% |
$4.73M - $4.83M
|
161K
$7.95M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-105K- 80.99% |
$5.2M - $5.32M
|
24.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-128K- 92.52% |
$6.36M - $6.49M
|
10.3K
$511K
|